Call us: 941-822-0401
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Our mission is to help clients take advantage of their financial opportunities by
providing them with three key tools:

A Clear Understanding

A clear understanding of their financial goals and objectives

A Plan

A well-defined financial plan for pursuing those goals

Advice

Ongoing advice and recommendations when their needs change

Welcome to the Wealth Management Group of LCM Capital Advisors

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs. On our Web site, you’ll find valuable information for evaluating your current position and progress towards your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You’ll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on LCM Capital Advisors, please contact us today.

Meet the Team

Let’s discuss how the Wealth Management Group of LCM Capital Advisors can help you achieve your financial goals.

LET’S GET STARTED

Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies. Helping you find an insurance policy that meets your needs.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Jon Lee Managing Partner of LCM Capital Advisors August, 2018 Economic Update

Jon Lee of LCM Capital Advisors August, 2018 Economic Update

Why Choose The Wealth Management Group of LCM Capital Advisors?

Seventy-five percent of Americans agree they would benefit from having basic financial education and information.

Let's Work Together

At LCM Capital Advisors, our Wealth Management Group specializes in high net worth portfolio design and asset protection based on our clients objectives. We are committed to maintaining high standards of integrity and professionalism in our relationship with you, our client.

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1924 South Osprey Avenue, Suite 202
Sarasota, Fl 34239
Phone: 941-822-0401
Fax: 941-822-0927
info@lcmcapitaladvisors.com

At LCM Capital Advisors we specialize in high net worth portfolio design and asset protection based on our clients objectives.


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